Western-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "GDX",
  null,
  "NLY",
  "AAL",
  null,
  "RF",
  "MU",
  null,
  "JXN",
  null,
  null,
  "ACN",
  null,
  "MMM",
  "ABT",
  null,
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  null,
  null,
  null,
  null,
  "VONG",
  null,
  "GOOGL",
  "VDE",
  null,
  "AXP",
  null,
  "GDXJ",
  "SCHH",
  null,
  "ASML",
  "T",
  "BLK",
  "AMRN",
  "CAT",
  "AVGO",
  null,
  "LOW",
  null,
  "BRO",
  "ARCC",
  "BIT",
  "BBDC",
  "BITF",
  null,
  null,
  null,
  "BSX",
  null,
  null,
  "CSQ",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VTLE",
  "DBEF",
  null,
  "COF",
  "CMI",
  null,
  null,
  "DUK",
  "ISD",
  null,
  null,
  "MARA",
  "ETJ",
  null,
  "PTY",
  null,
  null,
  "PDI",
  null,
  "EOG",
  null,
  null,
  null,
  "FFIN",
  "AUPH",
  "PFL",
  null,
  "CION",
  "FITB",
  "SLRN",
  null,
  null,
  null,
  null,
  "GD",
  null,
  "GILD",
  "GIS",
  "HLT",
  "HON",
  "HD",
  "HPQ",
  null,
  null,
  null,
  null,
  null,
  null,
  "AZN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  "INTU",
  null,
  null,
  null,
  null,
  null,
  "FFC",
  "UNP",
  null,
  "QCOM",
  null,
  "FSCO",
  null,
  null,
  null,
  null,
  "ISRG",
  null,
  null,
  null,
  "EMXC",
  null,
  "GOF",
  null,
  "ITW",
  "AMAT",
  "IIPR",
  "RIVN",
  "EMR",
  "BKNG",
  "ICE",
  null,
  "MUB",
  null,
  "META",
  null,
  null,
  "HEFA",
  "NFE",
  null,
  null,
  "IVW",
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  "SLDP",
  null,
  null,
  null,
  "SUP",
  null,
  null,
  null,
  null,
  null,
  null,
  "NAC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KMI",
  "LRCX",
  "IWS",
  "LIN",
  "RCAT",
  null,
  null,
  null,
  null,
  null,
  "RRGB",
  "MPC",
  null,
  "SYM",
  "MMC",
  "PWR",
  "MRVL",
  null,
  null,
  "MA",
  null,
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "EQIX",
  "FCNCA",
  null,
  null,
  "GE",
  "GPC",
  "HIG",
  "NVS",
  "NU",
  null,
  "ORLY",
  null,
  "ADM",
  "DLN",
  "BX",
  "FAST",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  null,
  null,
  null,
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
  null,
  "IWF",
  null,
  null,
  null,
  null,
  "PANW",
  "PYPL",
  null,
  "PEP",
  "PNC",
  null,
  null,
  null,
  "PGR",
  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
  null,
  null,
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  null,
  "ECL",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  "KVUE",
  null,
  "MSTR",
  null,
  "FNDX",
  "ROK",
  null,
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  "NOW",
  "SHOP",
  "SLB",
  "O",
  "RTX",
  "SPDW",
  "GLD",
  null,
  "SAP",
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  "AMT",
  null,
  null,
  "SPLG",
  null,
  null,
  null,
  null,
  null,
  "IBM",
  null,
  "SYK",
  "SBUX",
  "SNPS",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "UBER",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "NEM",
  "MET",
  "VXF",
  "VV",
  "ATEC",
  "VOE",
  "OGE",
  "SCHW",
  "AGAE",
  "AB",
  null,
  null,
  "ACWV",
  "VWO",
  null,
  null,
  "SIVR",
  null,
  "ACHR",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "PRF",
  null,
  null,
  null,
  null,
  "VCIT",
  "VIG",
  null,
  null,
  null,
  null,
  null,
  null,
  "TOST",
  null,
  null,
  null,
  "MTD",
  "IWN",
  "IEF",
  null,
  "TSM",
  null,
  "OHI",
  null,
  null,
  null,
  "CHPT",
  null,
  "ETR",
  "FSK",
  "VYM",
  null,
  "VRTX",
  null,
  "VRT",
  null,
  "PSN",
  "ADSK",
  "TOL",
  "AFL",
  "AXON",
  "APH",
  "AMD",
  "SDY",
  "FI",
  "DRI",
  "WAB",
  "F",
  "WEC",
  "AJG",
  "WM",
  "IWP",
  "IWR",
  null,
  "NCLH",
  null,
  "GSLC",
  "AEP",
  "SGOL",
  "FMBH",
  "IAUX",
  "ILPT",
  null,
  "IDXX",
  null,
  "NVO",
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  "IVE",
  "HCA",
  null,
  null,
  null,
  null,
  null,
  "ESGD",
  null,
  null,
  null,
  null,
  null,
  null,
  "CEF",
  null,
  null,
  null,
  "VEU",
  null,
  "VGT",
  null,
  "USB",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  null,
  "MGK",
  "VOOV",
  null,
  "VXUS",
  "VOOG",
  "VBK",
  "BNDX",
  "MGV",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  null,
  "VTV",
  "V",
  null,
  "VST",
  "WMT",
  "WBA",
  "WFC",
  "WST",
  "WELL",
  null,
  "WMB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "WPC",
  "XEL",
  null,
  "IUSG",
  null,
  null,
  null,
  null,
  null,
  "MTB",
  null,
  "SCHD",
  "ET",
  "DVY",
  null,
  "SCHA",
  null,
  "IEP",
  null,
  "SO",
  null,
  "ON",
  null,
  null,
  "PSX",
  "CRM",
  null,
  "DIA",
  null,
  null,
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  null,
  "IUSV",
  null,
  null,
  "GEV",
  "MELI",
  "ZBH",
  "DGRO",
  "MCK",
  null,
  "SPYV",
  null,
  null,
  "ESGU",
  null,
  null,
  "PSA",
  null,
  "NUE",
  null,
  "FDX",
  null,
  "KMB",
  "AUR",
  "ADP",
  "AZO",
  "BALL",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  null,
  "BA",
  null,
  "BMY",
  "BTI",
  "BWXT",
  "AI",
  "CARR",
  "CCL",
  "CNC",
  "CVX",
  "LNG",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "NET",
  "C",
  "CME",
  "KO",
  "COHR",
  "COIN",
  "CMCSA",
  "COP",
  "CEG",
  "CPRT",
  "ED",
  "COST",
  "GLW",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DELL",
  "DE",
  "DVN",
  "FANG",
  null,
  null,
  "DFAX",
  "DFAC",
  "DFS",
  "DLR",
  "DOCU",
  "RSP",
  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "J",
  "ADI",
  "MCO",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 678
Total Value: 1511157520
Accession Number: 0001767902-25-000006
Form Type: 13F-HR
CIK: western-wealth-management
Manager Name: Western-Wealth-Management

Data Enrichment

57% identified

387 identified291 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

678 positions • $1,511,157.52K total value

678 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 6 of 34

Sort by:

33735K108

Shares:23.6K

Value:$3.1M

14020Y102

Shares:136.1K

Value:$3.1M

COCA COLA CO

KO|191216100

Shares:42.2K

Value:$3.0M

78464A383

Shares:136.6K

Value:$3.0M

464287598

IWD|464287598

Shares:15.8K

Value:$3.0M

FIRST MID BANCSHARES, INC.

FMBH|320866106

Shares:85.0K

Value:$3.0M

LINDE PLC

LIN|G54950103

Shares:6.2K

Value:$2.9M

CHEVRON CORP

CVX|166764100

Shares:17.0K

Value:$2.8M

46434V613

Shares:60.8K

Value:$2.8M

922908744

VTV|922908744

Shares:16.2K

Value:$2.8M

922908595

VBK|922908595

Shares:11.1K

Value:$2.8M

78464A763

SDY|78464A763

Shares:20.4K

Value:$2.8M

14020Y508

Shares:102.9K

Value:$2.7M

46434V621

DGRO|46434V621

Shares:43.7K

Value:$2.7M

AT&T INC.

T|00206R102

Shares:95.1K

Value:$2.7M

808524201

SCHX|808524201

Shares:121.8K

Value:$2.7M

GENERAL ELECTRIC CO

GE|369604301

Shares:13.4K

Value:$2.7M

TJX COMPANIES INC /DE/

TJX|872540109

Shares:21.7K

Value:$2.6M

ServiceNow, Inc.

NOW|81762P102

Shares:3.3K

Value:$2.6M

92189F676

Shares:12.2K

Value:$2.6M

Instrument	Shares		Other Manager	Value
(cusip33735K108)✕	23.6K	QoQ -35.23% (-12.9K) YoY -46.64% (-20.7K)	All Managers (Combined)	$3.1M	QoQ -38.44% (-$1.9M) YoY -43.12% (-$2.4M)
(cusip14020Y102)✕	136.1K	QoQ +4.63% (+6.0K) YoY +351.37% (+106.0K)	All Managers (Combined)	$3.1M	QoQ +5.80% (+$167.8K) YoY +351.17% (+$2.4M)
COCA COLA CO(KOcusip191216100)	42.2K	QoQ -4.17% (-1.8K) YoY -5.51% (-2.5K)	All Managers (Combined)	$3.0M	QoQ +10.23% (-$280.6K) YoY +10.61% (-$290.0K)
(cusip78464A383)✕	136.6K	QoQ +11.99% (+14.6K) YoY -4.63% (-6.6K)	All Managers (Combined)	$3.0M	QoQ +14.59% (+$383.6K) YoY -3.18% (-$99.0K)
(IWDcusip464287598)	15.8K	QoQ -0.64% (-103) YoY +8.49% (+1.2K)	All Managers (Combined)	$3.0M	QoQ +0.97% (-$28.7K) YoY +13.97% (+$363.6K)
FIRST MID BANCSHARES, INC.(FMBHcusip320866106)	85.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$3.0M	QoQ -5.21% (-$163.1K) YoY +6.79% (+$188.6K)
LINDE PLC(LINcusipG54950103)	6.2K	QoQ +2.00% (+121) YoY +0.01% (+1)	All Managers (Combined)	$2.9M	QoQ +13.45% (+$340.3K) YoY +0.29% (+$8.5K)
CHEVRON CORP(CVXcusip166764100)	17.0K	QoQ -2.16% (-376) YoY -19.15% (-4.0K)	All Managers (Combined)	$2.8M	QoQ +12.99% (-$326.8K) YoY -14.26% (-$472.7K)
(cusip46434V613)✕	60.8K	QoQ +15.22% (+8.0K) YoY +53.76% (+21.3K)	All Managers (Combined)	$2.8M	QoQ +17.47% (+$416.7K) YoY +55.41% (+$999.0K)
(VTVcusip922908744)	16.2K	QoQ -2.68% (-447) YoY -1.46% (-240)	All Managers (Combined)	$2.8M	QoQ -0.70% (-$20.0K) YoY +4.51% (-$120.9K)
(VBKcusip922908595)	11.1K	QoQ -0.74% (-83) YoY -2.26% (-256)	All Managers (Combined)	$2.8M	QoQ -10.76% (-$335.9K) YoY -5.61% (-$165.5K)
(SDYcusip78464A763)	20.4K	QoQ -1.23% (-256) YoY +9.09% (+1.7K)	All Managers (Combined)	$2.8M	QoQ +1.43% (-$39.3K) YoY +12.79% (+$314.4K)
(cusip14020Y508)✕	102.9K	QoQ +18.96% (+16.4K) YoY NEW(+102.9K)	All Managers (Combined)	$2.7M	QoQ +21.22% (+$473.2K) YoY NEW(+$2.7M)
(DGROcusip46434V621)	43.7K	QoQ +5.78% (+2.4K) YoY +8.72% (+3.5K)	All Managers (Combined)	$2.7M	QoQ +6.54% (+$165.9K) YoY +15.69% (+$366.2K)
AT&T INC.(Tcusip00206R102)	95.1K	QoQ -2.38% (-2.3K) YoY -5.66% (-5.7K)	All Managers (Combined)	$2.7M	QoQ +21.23% (-$471.4K) YoY +51.58% (-$915.6K)
(SCHXcusip808524201)	121.8K	QoQ -3.00% (-3.8K) YoY +150.82% (-73.3K)	All Managers (Combined)	$2.7M	QoQ -7.61% (-$221.7K) YoY -10.76% (-$324.5K)
GENERAL ELECTRIC CO(GEcusip369604301)	13.4K	QoQ +3.99% (+513) YoY +11.98% (+1.4K)	All Managers (Combined)	$2.7M	QoQ +24.79% (+$531.2K) YoY +27.68% (+$579.7K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	21.7K	QoQ -8.08% (-1.9K) YoY -10.96% (-2.7K)	All Managers (Combined)	$2.6M	QoQ -7.32% (-$209.0K) YoY +6.92% (-$171.2K)
ServiceNow, Inc.(NOWcusip81762P102)	3.3K	QoQ +3.71% (-118) YoY +101.96% (+1.7K)	All Managers (Combined)	$2.6M	QoQ -22.11% (-$744.4K) YoY +110.90% (+$1.4M)
(cusip92189F676)✕	12.2K	QoQ -0.93% (-115) YoY +26.72% (+2.6K)	All Managers (Combined)	$2.6M	QoQ -13.49% (-$403.2K) YoY +19.11% (+$414.8K)